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Top Stories

Pensions| 13:57

Adviser under fire for annuity sale to terminally ill client

Advice firm has to pay compensation to client’s widow after they told her husband to buy an annuity when he was terminally ill.

Top Stories

Your Industry| 13:54

Baillie Gifford’s Slater warns ‘tax trumps profits’

Mr Slater said tax avoidance “tarnishes the brand value” of companies.

Top Stories

Your Industry| Apr 29, 2016

Wren Sterling seeks advisers after restructure exits

Drop in IFA numbers due to “natural attrition” during restructure process, company said.

In Focus
Latest news

Pensions| 13:57

Adviser under fire for annuity sale to terminally ill client

Advice firm has to pay compensation to client’s widow after they told her husband to buy an annuity when he was terminally ill.

Your Industry| 13:54

Baillie Gifford’s Slater warns ‘tax trumps profits’

Mr Slater said tax avoidance “tarnishes the brand value” of companies.

Your Industry| 13:38

Lowes hire brings assets under advice to £675m

Founder of North East Independent Financial Services joins Lowes.

Insurance| 13:34

Royal London paid out 98% of claims

Payments of more than £250m were made during 2015, according to Royal London.

Regulation| 13:31

ARs pursued and FCA realisation: the week in news

What people are willing to pay for advice and yet another controversial ombudsman case also make the round-up.

Your Industry| Apr 29, 2016

Wren Sterling seeks advisers after restructure exits

Drop in IFA numbers due to “natural attrition” during restructure process, company said.

Analysis & opinion

Ken Davyon| Apr 27, 2016

Clients’ needs remain the same

The advice arena has undergone enormous change over the past 30 years, but the central concerns for advisers are constant

Consumers who benefit from sound financial planning advice set more aside for their later years

Kevin O'Donnellon| Apr 27, 2016

Suits you, sir?

FCA checks on suitability reports will help protect advisers and clients, but may be mis-directed

Tony Hazellon| Apr 27, 2016

Freebies and jollies not in clients’ interest

The FCA has targeted corporate hospitality for criticism

FTAdviser Blogon| Apr 25, 2016

Fortune favours the brave? Not in markets

In the UK retail world, low-risk funds have outperformed peers and benchmarks

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Funds & data

 

Fund And Share Class 1 Year
Fund And Share Class 1 Year

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. All Rights reserved.

Money Management Fund Statistics

Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.

FAMR: supporters, doubters and shouters

Why we think FAMR is an important step.

Greater value for less

What is the value-seeker’s mantra when it comes to making a purchase?

HMRC is not kind, nor does it care

Various tax crackdowns have meant advisers need to present water-tight advice.

See More Blogs

Adviser Guides
Ifa Industry

IFA Industry

Guide to the Financial Advice Market Review

The final report of the Financial Advice Market Review outlined ways to reduce the cost of advice and bring it back to the masses.

Funds And Data

Funds And Data

Guide to smart beta

How you can explain the complications of smart beta clearly and use it in your clients’ portfolios.

Insurance

Insurance

Guide to over-50s life insurance

Life insurance is evolving to meet the needs of the growing group of those aged 50 plus who are increasingly living longer - and facing more costs.

Pensions

Pensions

Guide to A-Day 10 years on

The world of pensions was meant to have been simplified. The opposite has happened.

See all guides

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